page 2 of 29 - sme · apply numerical integration ... solution of engineering mechanics problems...

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Competency Model SME analyzed the roles of both a Certified Manufacturing Technologist (CMfgT) and Certified Manufacturing

Engineer (CMfgE). This competency model will help identify the knowledge, skills, and abilities one should have

to achieve these certifications. This is a helpful tool to gain an understanding of each certification and determine if

it is a good fit for you.

To create this model a committee of content experts in engineering and manufacturing roles, who also carry

CMfgT and CMfgE credentials, used the Body of Knowledge to identify specific roles for each certification.

1. Mathematics, Applied and Engineering Sciences, and Materials

2. Product/Process Design and Development

3. Manufacturing Process Applications and Operation

4. Production System and Equipment Design/Development

5. Automated Systems and Control

6. Quality and Continuous Improvement

7. Manufacturing Management

8. Personal Effectiveness

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TECHNOLOGIST ENGINEER

Technologist 1.1 — Mathematics Engineer 1.1 — Mathematics

Apply pre-calculus based equations (rates of change, two equations, two variables, area under curve) to the solution of technical problems

Apply calculus and advanced mathematics to the solution of engineering design and analysis problems

Technologist 1.1.1 — Algebra Engineer 1.1.1 — Algebra

Derive variable expressions Derive variable expressions

Apply order of operations Apply order of operations properly to the solution of equations

Derive equations Derive linear equations

Derive inequalities Derive inequalities

Derive linear equations in one variable Derive linear equations in one variable

Solve systems of linear equations Derive systems of linear equations

Solve quadratic equations Solve quadratic equations

Apply exponents and logarithms Apply exponents and logarithms

Understand unsolvable, undetermined, and over-underdetermined systems

Understand unsolvable, undetermined, and over-underdetermined systems

Technologist 1.1.2 — Trigonometry Engineer 1.1.2 — Trigonometry

Derive ratios and proportions Derive ratios and proportions

Solve triangle relationships/similarity of figures Solve triangle relationships/similarity of figures

Solve right triangles Solve right triangles

Apply laws of sines and cosines Apply laws of sines and cosines

Solve circle problems (area and circumference) Solve circle problems (area and circumference)

Solve for areas of various figures Solve for areas of various figures

Solve for angles and arcs Solve for angles and arcs

Apply graphical methods to create plots of trigonometric functions

Apply graphical methods to create plots of trigonometric functions

Technologist 1.1.3 — Analytical Geometry Engineer 1.1.3 — Analytical Geometry

Topic covered in algebra and trigonometry Topic covered in algebra and trigonometry

Technologist 1.1.4 — Calculus Engineer 1.1.4 — Calculus

Not applicable Apply differential calculus methods to polynomials and trig functions

Apply integral calculus methods to polynomials and trig functions

Apply numerical integration techniques

Solve multivariate calculus problems (partial derivatives, vector calculus)

Apply series methods

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Technologist 1.1.5 — Statistics Engineer 1.1.5 — Statistics

Apply descriptive statistics to numerical data (mean, mode, median, standard deviation/variance)

Apply descriptive statistics to numerical data (mean, mode, median, standard deviation/variance)

Apply linear regression techniques to numerical data

Apply hypothesis testing methods to numerical data (chi-square, F-test)

Technologist 1.2.1 — Metrication/SI System Engineer 1.2.1 — Metrication/SI System

Apply metric system properly, including units, and prefixes Apply metric system properly, including units, and prefixes

Technologist 1.2.2 — Physics Engineer 1.2.2 — Physics

Classical physics, non-calculus based Classical physics, calculus based

Solve equations to fundamental problems of wavelengths and calculations

Apply principles of kinematics and mechanics of a particle to determine work, energy and momentum

Solve equations to calculate sound levels Apply associated conservation laws for rotation, torque and angular momentum of particles

Solve equations of particle kinematics and mechanics to find work and energy

Apply principles of oscillations and wave motions for particles

Solve equations for conservation of momentum Solve equations in electrostatics, electrical current, and circuit

Solve equations to determine rotation and torque Solve equations in magnetism, electromagnetic induction, and waves

Solve equations in electric current, and circuits Solve equations in geometrical optics

Technologist 1.2.3 — Chemistry Engineer 1.2.3 — Chemistry

Understand basic knowledge of periodic table and bonding Apply basic knowledge of periodic table and bonding

Understand acids/bases, pH level Understand acids/bases, pH level

Write a balance chemical reaction Solve a balance chemical reaction equation

Understand valence and crystal structure Understand valence and crystal structure

Understand effect of parameters on reaction rates Understand effect of parameters on reaction rates

Understand quantum mechanical structure of atoms

Understand models of chemical bonding

Understand models of chemical equilibrium

Understand thermo chemistry

Technologist 1.2.4 — Statics Engineer 1.2.4 — Statics

Understand free-body diagrams for the solution of engineering mechanics problems

Derive free-body diagrams for the solution of engineering mechanics problems

Solve for reaction forces to determine stability and equilibrium of rigid bodies

Solve for reaction forces to determine stability and equilibrium of rigid bodies

Solve for shear and moment distributions in beams Solve for internal forces, moments in trusses, and beams

Solve equations to determine distributed loads and properties of areas in rigid bodies

Solve for shear and moment distributions in beams

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Technologist 1.2.5 — Dynamics Engineer 1.2.5 — Dynamics

Solution of dynamical problems related to the motion of particles and rigid bodies.

Application of dynamics principles to particles, systems of particles, and planar rigid bodies

Solve kinematic equations to determine position, velocity and acceleration in single-degree-of-freedom and vector coordinate systems

Apply kinematic principles to determine position, velocity and acceleration in single-degree-of-freedom and vector coordinate systems

Solve kinetic equations to determine work (power) and energy Apply kinetic principles to determine work (power) and energy

Apply principles of rotating coordinate systems

Apply principles of linear and angular moment and impulses, including conservation

Solve for mass moments of inertia

Technologist 1.2.6 — Fluid Mechanics Engineer 1.2.6 — Fluid Mechanics

Understand fluid properties and how they affect fluid systems design and operation

Solve problems in fluid kinematics

Understand fundamental laws of fluid mechanics and energy relationships for incompressible fluids

Solve for mass, momentum, energy of fluids using control volume methods

Solve for pressure loss Solve dimensional analysis and dynamic similarity problems

Understand flow measurement Solve for lift and drag

Solve equations related to pipe sizing and pump selection Understand turbulence

Solve problems related to open channel flow analysis Not applicable

Technologist 1.2.7 — Thermodynamics/Heat Transfer Engineer 1.2.7 — Thermodynamics/Heat Transfer

Solution of problems related to the application of principles of thermodynamics in the analysis of vapor and gas power cycles

Apply First Law of Thermodynamics to determine work, heat, properties of substances, and state equations

Solve problems in refrigeration and heat pump machinery Apply Second Law of Thermodynamics to solve problems of steady state conduction, elementary boundary layer analysis for laminar and turbulent convection, and radiation

Understand properties of moist air (psychometrics) Not applicable

Solve problems in air distribution systems Not applicable

Solve basic application problems of conduction, convection, and radiation

Not applicable

Technologist 1.2.8 — Electrical Circuits/Electronics Engineer 1.2.8 — Electrical Circuits/Electronics

Solve series/parallel circuits using basic electrical principles Apply basic circuit analysis methods to solve electrical design problems

Understand basic circuit elements (source, ground, resistor, capacitor)

Understand basic circuit elements (source, ground, resistor, capacitor)

Technologist 1.3.1 — Metals (Properties and Applications) Engineer 1.3.1 — Metals (Properties and Applications)

Understand elastic and plastic deformation Apply principles of elastic and plastic deformation in selection and design

Solve for metal tensile strength from plots or data Apply principles of tensile strength in selection and design

Understand Young's modulus (modulus of elasticity) in selection and design

Apply principles of Young's modulus (modulus of elasticity) in selection and design

Understand load/deformation and stress/strain; true stress/true strain in selection and design

Apply principles of resistivity in selection and design

Understand principles of friction in selection and design Apply principles of density in selection and design

Apply principles of crystal structure (microstructure) in selection and design

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Apply principles of heat capacity in selection and design

Apply principles of friction in selection and design

Apply principles of toughness in selection and design

Apply principles of load/deformation and stress/strain; true stress/true strain in selection and design

Apply principles of phase diagrams (liquid/solid phases, eutectic, eutectoid) in selection and design

Technologist 1.3.2 — Plastics/Polymers (Properties and Applications)

Engineer 1.3.2 — Plastics/Polymers (Properties and Applications)

Understand types of polymers in selection and design Understand types of polymers in selection and design

Apply general mechanical properties in selection and design Understand principle of degree of polymerization in selection and design

Understand general electrical properties in selection and design Understand crystallinity in selection and design

Understand general thermal properties in selection and design Understand glass-transition temperature in selection and design

Apply general mechanical properties in selection and design

Understand general electrical properties in selection and design

Understand general thermal properties in selection and design

Understand elastic and plastic deformation in selection and design

Technologist 1.3.3 — Composites (Properties and Applications)

Engineer 1.3.3 — Composites (Properties and Applications)

Types of composites Apply proper selection criteria for composites selection

Reinforced polymers Apply proper selection criteria for reinforced polymers selection

Metal-matrix composites Apply proper selection criteria for metal-matrix composites

Ceramic-matrix composites Apply proper selection criteria for ceramic-matrix composites

General mechanical properties Understand general mechanical properties

General electrical properties Understand general electrical properties

General thermal properties Understand general thermal properties

Technologist 1.3.4 — Ceramics (Properties and Applications)

Engineer 1.3.4 — Ceramics (Properties and Applications)

Understand selection criteria for ceramics Apply proper selection criteria for types of ceramics

Understand general mechanical properties Understand structure of ceramics

Understand general electrical properties Understand general mechanical properties

Understand general thermal properties Understand general electrical properties

Understand general thermal properties

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Technologist 1.3.5 — Fluids (Properties and Applications) Engineer 1.3.5 — Fluids (Properties and Applications)

Understand fluid properties and how they affect fluid systems design and operation

Solve problems in fluid kinematics

Understand fundamental laws of fluid mechanics and energy relationships for incompressible fluids

Solve for mass, momentum, energy of fluids using control volume methods

Solve for pressure loss Solve dimensional analysis and dynamic similarity problems

Understand flow measurement Solve for lift and drag

Solve equations related to pipe sizing and pump selection Understand turbulence

Solve problems related to open channel flow analysis Not applicable

Technologist 2 — Product/Process Design & Development Engineer 2 — Product/Process Design & Development

Become familiar with product and review form, fit and function Work with designer on what problem the product is solving

Begin brainstorming processing of product Analyze product, does it solve the problem? Does the solution create a new problem?

Begin brainstorming how the product flows through facility Provide form, fit, and function suggestions

Review processes Begin assessing part(s) flow and handling for processing.

Make suggestions for processes improvements Analyze brainstorming results

Provide a high level site capability study

Provide high level estimates on capacity requirements

Technologist 2.1 — Product Design and Development Engineer 2.1 — Product Design and Development

Not Applicable Provide input for material selections

Provide drawing input and reviews

Develop manufacturing bill of material based on engineering bill of materials

Work with vendors, based on early concepts

Provide rough order of magnitude costs/lead times

Provide Raw Material Lead Times

Develop a drawing release schedule with design

Plan for final delivery and workout foreseeable challenges

Develop project management schedules

Plan and develop concept tooling and estimated costs

Technologist 2.1.1 — Product R & D Engineer 2.1.1 — Product R & D

Conduct product testing Design and development product concepts based on R&D

Provide test results Provide test results to marketing and designers

Provide fixturing concepts Analyze the data

Develop fixturing Develop reports

Provide feedback to the Engineer Listen to marketing team

Provide input during brainstorming sessions Work with marketing team

Analyze competitor's product

Analyze brainstorming results

Conduct R&D project meetings

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Develop a workable schedule

Manage budgets

Provide budget to management and marketing

Technologist 2.1.2 — Market/Sales/Life Cycle Analysis Engineer 2.1.2 — Market/Sales/Life Cycle Analysis

Provide data on what the life cycle will be based on testing results

Provide life cycle analysis (how long the product will function, how long will it last, good warranty, disposal, from beginning to end, and maintenance)

Providing processing times, routings, and costs of processing Provide a description of product for marketing

Provide information on cost of materials to management and sales team

Develop and write the business case

Technologist 2.1.3 — Intellectual Property Protection (e.g. patents, trademarks, copyrights, etc.)

Engineer 2.1.3 — Intellectual Property Protection (e.g. patents, trademarks, copyrights, etc.)

Provide testing/proving out new idea Work with patent attorneys

Provide report results of testing to engineer Analyze new ideas

Research existing patents and pending patents

Conduct patent meetings

Respond to office actions to United States Patent and Trademark Office (USPTO)

Technologist 2.1.4 — Design Management Engineer 2.1.4 — Design Management

Provide estimates of time to build the product Provide input on tooling, machine, and capacity (size of part) to the management team

Provide input on manufacturing and assembly methods and tooling requirements

Manage drawing release schedule

Provide input on machines utilizations Develop the bill of material

Provide input during brainstorming sessions Provide standard materials options

Technologist 2.1.5 — Simulation/Engineering Design Analysis

Engineer 2.1.5 — Simulation/Engineering Design Analysis

Understand results of analysis Understand results of analysis

Conducting simulation studies for processes Conduct Finite Element Analysis (software)

Provide rough time estimates based on hands on expertise Provide layout and flow analysis

Provide feedback to the engineer Provide time studies

Provide flow diagrams

Develop reports

Provide manpower estimates

Provide resource planning

Conduct failure mode and effects analysis (FMEA)

Conduct and analyze brainstorming sessions

Attend design and engineering meetings

Develop schedule

Provide budgetary evaluations

Provide budget to management and marketing

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Technologist 2.1.6 — Concurrent Engineering Engineer 2.1.6 — Concurrent Engineering

Provide feedback to engineer/designer Work with design

Provide input for brainstorming Conduct and analyze brainstorming sessions

Conduct preliminary drawing reviews

Provide materials options

Provide producibility reports

Provide budgetary evaluations

Understand and conceptualize vague plans

Technologist 2.1.7 — Design for X (Manufacturing, Assembly, Maintenance, etc.)

Engineer 2.1.7 — Design for X (Manufacturing, Assembly, Maintenance, etc.)

DFM: DFM:

Analyze part function (can part be simplified, eliminated, combined?)

Work with design, perform part function analysis (can part be simplified, eliminated, combined?)

Provide standard component suggestions (OEM) Provide standard component analysis (cost, inventory, overhead cost reductions)

Develop questions Review tolerance requirements.

Review threaded features for manufacturability

Review material selections

Eliminate small machined features where possible

DFA: DFA:

Research whether part features can be eliminated? Work with design to eliminate part features that are not CTF

Research for items like fixture locating features Analyze fixture locating features on parts/assemblies and build process to accommodate

Research part movement, lift points Analyze part intent, structural compatibility through manufacturing processes (distortion control, material handling, etc.)

Analyze orientation features to aid in assembly

DFMaintenance: DFMaintenance:

Research ease of: accessibility, interchangeability, serviceability Research expected service life, failure consequences, service kits

Technologist 2.1.8 — Drafting/Drawing/Engineering Graphics/Modeling

Engineer 2.1.8 — Drafting/Drawing/Engineering Graphics/Modeling

Understand drawings Develop preliminary processing

Provide feedback on drawings Understand drawings and blueprint standards

Review and interpret drawings

Analyze and do basic through complex drafting

Understand and do basic modeling

Provide graphics for processing

Provide feedback and communicate with design

Conduct model manipulation

Provide strong computer skills

Technologist 2.1.9 — CAD/CAM/CAE Applications Engineer 2.1.9 — CAD/CAM/CAE Applications

Understand programming language Understand programming knowledge

Provide tooling recommendations Understand drawings and blueprint standards

Provide sound fixturing solutions Review and interpret drawings

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Understand and do basic drafting

Understand and do basic modeling

Provide tooling/fixturing drawings for fabrication


Understand and do model manipulation

Understand and have strong computer skills

Technologist 2.1.10 — Tolerance Analysis/GD&T Engineer 2.1.10 — Tolerance Analysis/GD&T

Understand and do what drawing requires Understand realistic tolerances

Review and interpret what is critical/non-critical Provide realistic GD&T requirements

Understand temperature, climate, and environment importance on tolerance

Provide an in-depth understanding of what the drawing is communicating

Provide accurate measurements Understand and eliminate unrealistic GD&T requirements

Understand and use of gage blocks Understand temperature, climate, and environment importance on tolerance

Understand basic GD&T and research GD&T for more in-depth interpretations

Provide tolerance stack-up analysis


Technologist 2.1.11 — Product Liability Engineer 2.1.11 — Product Liability

Understand and recognize consumer hazards/risks Research existing laws, be awareness, develop legal resources

Understand risks and provide proactive risk assessments

Understand warning label requirements

Understand where to research OSHA safety regulations

Review marketing materials to help avoid unintentional marketing fraud

Research Code of Federal Regulations (CFR) as needed

Technologist 2.2 — Process Design & Development Engineer 2.2 — Process Design & Development

Provide feedback on processes, designs, and preliminary developments

Review and understand contract requirements

Provide input during brainstorming sessions Analyze floor and audience reading processes and skill levels

Provide process format suggestions Develop and maintain process

Provide tooling suggestions Develop file naming conventions and storage methods

Provide feedback on preferred assembly views, wording Develop strong verbal and written communication skills

Technologist 2.2.1 — Process R&D Engineer 2.2.1 — Process R&D

Provide feedback Conduct meetings with technologist, floor, shop leads, customer, management, etc.

Provide input during brainstorming sessions Conduct model manipulations for processes

Provide process format suggestions Create presentations for progress updates

Provide tooling suggestions Provide suggestions and processing updates

Provide feedback on preferred assembly views, wording Understand and meet requirements of drawings/specifications

Review rigging requirements (material handling) Manage safety and assembly size/weight restrictions

Develop workable material handling strategy

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Technologist 2.2.2 — Simulation/Process Analysis Engineer 2.2.2 — Simulation/Process Analysis

Provide feedback Conduct meetings with technologist, floor, shop leads, customer, management, etc.

Provide input during brainstorming sessions Provide ergonomic analysis

Provide lighting suggestions

Provide workstation analysis (reach, etc.)

Develop time standards/critical path

Develop flow analysis

Develop and understand takt times

Develop scheduling

Develop equipment (resource) cycle times

Technologist 2.2.3 — Product Prototype Build and Test Engineer 2.2.3 — Product Prototype Build and Test

Develop a working, scaled model Analyze the build and observe the methods

Analyze the working, scaled model Develop documented feedback

Provide feedback concerning the prototype build and test Manage brainstorm session(s)

Provide input during brainstorming sessions for improvements Provide equipment research for safe testing

Re develop, working model using alternate methods Analyze design for manufacturing (DFM)

Conduct testing Plan 6S, lean principal incorporation

Provide documented build methods

Analyze times to perform various operations

Review time standards to actual build times

Review and adjust time standards as necessary for planning

Provide design improvement suggestions

Technologist 2.2.4 — Process Development and Test Engineer 2.2.4 — Process Development and Test

Provide processing feedback Review prototype build results, incorporate improvements and suggestions

Provide suggestions for improved processing Provide rewritten processes

Review concept prove outs Manage and conduct meetings to discuss and incorporate improvements

Develop and provide refined processes for review

Provide times for MRP/routings

Technologist 2.2.5 — Print Reading Engineer 2.2.5 — Print Reading

Understand how to read prints Understand drawing/print reading

Understand the different use of line types Understand the different use of line types

Understand the different symbols and uses Understand the different symbols and uses

Provide drawing tolerance data for actual parts Provide drawing tolerance data for actual parts

Understand drawing notes and uses Understand drawing notes and uses

Review and verify title block to configuration requirements Review and verify title block to configuration requirements

Provide feedback to manufacturing and design group Provide feedback to technologist and design group

Analyze pertinent information and apply to processing

Review drawings and make suggestions for improvement

Provide documentation and deliver to drawing requirements.

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Technologist 2.2.6 — Rapid Prototyping (RP) Engineer 2.2.6 — Rapid Prototyping (RP)

Review RP model for brainstorming/improvements Understand or research RP techniques available and the applications of each

Provide feedback to manufacturing and design group Provide feedback to technologist and design group

Understand machine setup Understand CAD software and machine parameters

Provide input on material selections Provide input on material selections

Technologist 3 — Manufacturing Process Applications & Operation

Engineer 3 — Manufacturing Process Applications & Operation

Understand existing applications and uses Research existing applications and be able to derive benefits, costs, and drawbacks of the ones in question

Understand how to use existing manufacturing applications efficiently

Provide suggestions based on investigative research

Understand where to look for new technology relating to new process applications and operation

Provide training for operators/technologist on new technology and how to use it

Technologist 3.1 — Manufacturing Process Applications and Operation

Engineer 3.1 — Manufacturing Process Applications and Operation

Understand existing applications and uses Research existing applications and be able to derive benefits, costs, and drawbacks of the ones in question

Understand how to use existing manufacturing applications efficiently

Provide suggestions based on investigative research

Understand where to look for new technology relating to new process applications and operation

Provide training for operators/technologist on new technology and how to use it

Technologist 3.1.1 — Material Removal Processes Engineer 3.1.1 — Material Removal Processes

Understand speeds and feeds Develop machine programs

Analyze programming code Create process

Review and follow process Understanding of tooling and fixturing

Understand how to troubleshoot machinery Analyze and hold an in depth knowledge of tooling available

Understanding of tooling and fixturing Understand advanced math, trigonometry, and algebra

Understand tooling selection Analyze and anticipate tooling reactions

Understand how to apply various measurement devices, gages Understand modeling (VERICUT) to prove out tool paths

Understand basic math and trigonometry

Technologist 3.1.2 — Fabrication Process Engineer 3.1.2 — Fabrication Process

Analyze equipment needs Provide process selection based on geometry and material

Provide materials (e.g. raw stock/consumables) Develop Routings

Provide data to support process selection Review alternate processes based on geometry

Provide a record of Recorded process parameters (e.g. voltage/current)

Provide pre and post material treatment suggestions

Provide feedback/input on procedure requirements Develop inspection plan

Manage the adherence to drawing standards Analyze customer requirements (work with customer to define requirements)

Develop coordinated activities through scheduling Develop fabrication methods to meet mechanical property requirements

Understand safety and regulatory compliance Provide suggestions for "make/buy" decisions

Review, verify, complete, and sign paperwork/contract documents

Review supplier capabilities

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Provide explanations for variances to engineer/manager Provide input for welder requirements, tests, and inspector requirements, tests

Review and ensure correct processes are used Develop weld procedures and select process standard

Understand and track schedules Communicate requirements

Analyze to ensure correct resources are assigned to the job Manage adherence to quality standard

Provide part and process updates as it progresses through various departments

Develop manufacturing process

Create routing

Develop estimates and time standards

Develop supplier list, set up vendors, and sub-contractors

Review in-house qualifications and certifications

Manage and recognize incorrect operations

Review progression through operations

Conduct meetings/answer for variances

Conduct meetings to track budget and schedule

Conduct meetings to help ensure quality conformance

Technologist 3.1.3 — Hot and Cold Forming Processes Engineer 3.1.3 — Hot and Cold Forming Processes



Provide explanations for variances to engineer/manager Create routing

Review and ensure correct processes are used Develop estimates and time standards

Understand and track schedules Develop supplier list, set up vendors, and sub-contractors

Analyze to ensure correct resources are assigned to the job Review in-house qualifications/certifications







Technologist 3.1.4 — Casting and Molding Processes Engineer 3.1.4 — Casting and Molding Processes



Provide explanations for variances to engineer/manager Create routing

Review and ensure correct processes are used Develop estimates and time standards

Understand and track schedules Develop supplier list, set up vendors, and sub-contractors

Analyze to ensure correct resources are assigned to the job Review in-house qualifications/certifications







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Technologist 3.1.5 — Electrical/Electronics Mfg. Processes Engineer 3.1.5 — Electrical/Electronics Mfg. Processes

Provide input during brainstorming sessions Develop manufacturing process

Provide feedback Create routing

Review and track updates Develop estimates and time standards

Provide tooling requirements and availability recommendations Develop supplier list, set up vendors, sub-contractors

Review in-house qualifications/certifications






Provide process updates

Provide orders for necessary tools/tooling

Technologist 3.1.6 — Heat Treatment Processes Engineer 3.1.6 — Heat Treatment Processes

Review and understand oven capabilities Develop process

Review, analyze, plan for oven calibration/certifications Review and establish heat treat requirements

Understand how to program the equipment Review and understand specifications/limitations

Provide process verification Provide input for setting up vendors, sub-contractors

Provide input for training operators Review in-house qualifications/certifications

Work with safety to assure proper personal protective equipment (PPE)

Provide reports/process verifications per requirements

Plan for proper material handling Develop lead times for in-house/vendor

Provide input for materials and requirements per specifications

Analyze tooling/fixturing requirements

Analyze and develop a quality conformance program


Research and order necessary tools/tooling

Technologist 3.1.7 — Joining, Welding, and Assembly Processes

Engineer 3.1.7 — Joining, Welding, and Assembly Processes

Review and provide feedback for machine availability Develop process

Review and provide feedback for machine capability Conduct tests, create Performance Qualification Records and Weld Procedure Specifications

Review and suggest tooling and fixturing requirements Review personnel qualification requirements

Review tooling and fixturing designs Review and understand specifications/customer requirements

Work with safety to assure proper personal protective equipment (PPE)

Understand torque requirements/equipment

Plan for proper material handling Provide layouts, flow analysis

Create set locations/modular work-station designs

Analyze and setup shop supplies/deliveries (Kanban)

Research and provide for any tooling/fixturing requirements

Review to ensure quality conformance


Research and order necessary tools/tooling

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Technologist 3.1.8 — Finishing Processes Engineer 3.1.8 — Finishing Processes

Understand existing applications and uses Analyze existing finishing processes and be able to derive benefits, costs, drawbacks of ones in question

Provide finishing suggestions across various situations. Provide suggestions based on investigative research

Understand the tools used or available for various finishing processes

Train operators/technologist on new technology and how to use it

Understand and enforce quality requirements to ensure product meets contract requirements

Review controlling documents and be able to recognize and communicate controlling features

Provide guidance in order to meet requirements Manage work being done to ensure quality requirements are met

Provide tool/equipment selection feedback Research new tooling equipment to meet any new or existing requirements

Review and enforce safety requirements Work with technologist to select best tools for shop floor

Review safety procedures and enforce safe practices

Technologist 3.1.9 — Bulk and Continuous Flow Processes Engineer 3.1.9 — Bulk and Continuous Flow Processes

Understand and follow processes Develop processes

Provide feedback on how to develop or improve processes Review processes for improvement

Review processes, ensure they are being followed, report short-comings, and things that work well

Create layouts that support flow analysis and processes

Review processing methods and encourage flexibility Analyze and take calculated risks

Review and make corrections

Technologist 3.1.10 — Material Handling/Packaging Engineer 3.1.10 — Material Handling/Packaging

Review practices to make sure processes are followed Research handling equipment needs

Plan in order to keep supplies on hand Review OSHA safety regulations relating to handling and packaging.

Provide feedback to engineer on what works and where improvements are necessary

Review regulations relating to packaging of liquids, hazmat, and size limits

Provide recommendations for material handling needs Provide packaging/material handling suggestions/solutions

Create processes for various handling requirements

Create processes for packaging requirements

Review company policies and make sure they are understood and complied with

Technologist 3.1.11 — Hand Tool Use/Machine Operating Engineer 3.1.11 — Hand Tool Use/Machine Operating

Understand hand tool use and be able to train others Research and make recommendations for hand tools and machines

Understand how to use machines and be able to train others Research and make recommendations for improvements

Analyze tooling needs, make suggestions Create processes and safety procedures

Analyze and make suggestions for shop supplies relating to hand tool use and machine operations

Review personal protective equipment (PPE) requirements and help operators understand how to use it

Technologist 4 — Production System and Equipment Design/Development

Engineer 4 — Production System and Equipment Design/Development

Production System (Delmia, etc.): Production System (Delmia, etc.):

Provide floor flow reviews/feedback Provide time and flow analysis based on estimates

Provide suggestions on equipment placement within software Develop shop layout, flows, virtual flow animations

Review actual versus estimated production times, feedback Manage brainstorming sessions

Equipment Design: Equipment Design:

Provide feedback and suggestions relating to equipment design Provide feedback and suggestions

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Provide sound guidelines based on real life situations in order to specify requirements

Develop lists of specific equipment requirements

Review drawings to make sure equipment is buildable Review drawings

Provide input for material selections

Development: Development:

Review plans and provide feedback Provide suggestions and feedback

Technologist 4.1 — Production System Design and Development

Engineer 4.1 — Production System Design and Development

Production System (Delmia, etc.): Production System (Delmia, etc.):

Provide floor flow reviews/feedback Provide time and flow analysis based on estimates

Provide suggestions on equipment placement within software Develop shop layout, flows, virtual flow animations

Review actual versus estimated production times, feedback Manage brainstorming sessions

Equipment Design: Equipment Design:

Provide feedback and suggestions relating to equipment design Provide feedback and suggestions

Provide sound guidelines based on real life situations in order to specify requirements

Develop lists of specific equipment requirements

Review drawings to make sure equipment is buildable Review drawings

Provide input for material selections

Development: Development:

Review plans and provide feedback Provide suggestions and Feedback

Technologist 4.1.1 — Infrastructure/Plant Location Analysis Engineer 4.1.1 — Infrastructure/Plant Location Analysis

Infrastructure: Infrastructure:

Provide input on facility requirements (power, water, climate, ventilation, etc.)

Provide input on facility requirements (power, water, climate, ventilation etc.)

Analyze needs and work with contractors to develop rough estimates to setup facility based on layouts/analysis

Work with management on budgetary feedback

Manage contractors to set up facility per requirements

Manage timelines, budgets, and contractors compliance with requirements

Plant Location Analysis: Plant Location Analysis:

Analyze raw material and finished goods shipping and receiving paths.

Analyze costs associated with location relating to tooling/fixturing (distance from customer may require multiple shipping fixtures, etc.)

Technologist 4.1.2 — Facility Planning/Plant Layout Engineer 4.1.2 — Facility Planning/Plant Layout

Provide feedback during brainstorming sessions Create layouts and simulation models

Provide input on facility Requirements (power, water, climate, ventilation, etc.)

Manage facility requirements (power, water, climate, ventilation, etc.)

Develop the receiving, product flows, and shipping plans

Analyze crane and rigging requirements

Review floor layouts, flows and part movements

Review time studies/standards

Identify and address bottlenecks

Identify office requirements

Identify gate/facility security reviews

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Manage brainstorming sessions

Technologist 4.1.3 — Process Planning & Development Engineer 4.1.3 — Process Planning & Development

Provide feedback during brainstorming sessions Create detailed assembly plans

Identify equipment needs and availability Create detailed assembly sequencing

Identify tooling/fixtures/equipment needs

Create the written assembly/process plan

Manage meetings

Technologist 4.1.4 — Capacity Planning Engineer 4.1.4 — Capacity Planning

Identify needed resources needs and provide feedback Develop part flow mapping

Review and communicate space requirements Analyze current capacities versus future production needs

Review flow options and provide feedback Create resource plans

Provide feedback to engineering plans Analyze costs

Analyze return on investment (ROI)

Technologist 4.1.5 — Production/Manufacturing System Design and Organization

Engineer 4.1.5 — Production/Manufacturing System Design and Organization

Provide input and feedback Provide input and feedback

Research best production practices and manufacturing system designs

Analyze in-house manufacturing systems versus external methods

Technologist 4.1.6 — Process Documentation/Work Instructions

Engineer 4.1.6 — Process Documentation/Work Instructions

Provide input for sequencing/responsibilities Create work instructions or review and understand existing work instructions

Provide feedback during brainstorming sessions Identify and address specification requirements from drawings

Understand actual build/inspection/specification requirements Identify and address inspection requirements in process

Create process documents

Review process documentation against actual build methods

Crate processes that closely resemble actual build methods

Analyze and capture key sequencing requirements

Technologist 4.1.7 — Tool and Equipment Selection Engineer 4.1.7 — Tool and Equipment Selection

Understand tool and equipment capabilities/limitations Research tool and equipment capabilities/limitations

Identify production needs and wants Understand and communicate company policy and guidelines on tool and equipment selection

Identify features of importance Identify productions needs from wants

Analyze features of importance and be able to present them

Analyze advantages and disadvantages between value versus cost

Provide input on space requirements/ergonomic concerns (counter weights, etc.)

Analyze equipment cycle times costs value and bottom line impacts

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Technologist 4.1.8 — Production System Build/Test Engineer 4.1.8 — Production System Build/Test

Provide training, monitor progress, and deliver feedback to engineer

Manage compliance to cost, quality, and schedule

Communicate the work space setup requirements and enforce flows

Manage to ensure process is followed; correct or corrected

Communicate to ensure safest known practices are exercised Work with workers to make sure they have what they need to be successful

Communicate the importance of following processes Listen to workers feedback and implement it in a timely manner

Provide feedback to engineer Respond to actuals and update manufacturing resource plans (MRP)

Provide insight to unanticipated variances Review variances, track and report them to management

Manage product compliance, identify non-conformances, design improvements, and properly log them

Review design updates, corrections, and improvement plans

Technologist 4.1.9 — Human Factors, Ergonomics and Safety

Engineer 4.1.9 — Human Factors, Ergonomics and Safety

Define problems and situations, concerns, and violations Understand range user calculations, limits, size, and parameters

Understand the sources that create the actual injury Analyze and incorporate the human modeling methods

Understand OSHA and other safety regulations and comply Conduct safety walks and audits

Awareness of Ergonomic Safety Data Sheets (ESDS) Understand the sources that create the actual injury

Become familiar with locations for MSDS sheets and how to use them

Develop the safety standards

Become aware of the MSDS systems in place Determine tooling/assistant requirements

Create an environment of compliance relating to personal protective equipment (PPE)

Understand OSHA and other safety regulations and comply

Observe and monitor to identify opportunities to improve ergonomics and human factors — ensure compliance with proper processes

Understand non-hazardous materials

Identify problems, situations, concerns, and violations Awareness of Ergonomic Safety Data Sheets (ESDS)

Implement safety resolutions and ergonomics Define personal protective equipment (PPE) requirements

Communicate any requirements needing to be addressed in safety standards

Observe and monitor practices and implement improvements

Development production processes to minimize injury

Develop work place design and plant layout

Identify hazardous materials and log them into the MSDS database

Review and improve work bench design and plant layout

Observe and monitor to identify opportunities to improve ergonomics and human factors — ensure compliance with proper processes

Develop production processes to minimize injury

Technologist 4.1.10 — Maintenance Systems Engineer 4.1.10 — Maintenance Systems

Review maintenance cards to ensure properly filled out and up to date

Work with maintenance group to establish maintenance guidelines/frequency of maintenance and tracking programs

Create maintenance work-orders

Technologist 4.1.11 — Environmental Protection/Waste Management

Engineer 4.1.11 — Environmental Protection/Waste Management

Ensure chemicals are properly labeled/handled on the floor Review drawings to ensure compliance with company policy relating to environmental impacts

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Communicate safety practices relating to handling of waste, and in case of emergency

Review and encourage the wise use of resources to minimize waste

Review company policy relating to environmental practices and chemicals allowed or not allowed.

Develop proper waste disposal methods

Work with environmental department to make sure new chemicals are logged into company system, all necessary data is attached, and proper labeling is available and affixed

Technologist 4.2 — Equipment/Tool Design and Development

Engineer 4.2 — Equipment/Tool Design and Development

Provide feedback on requirements and what works/does not work

Understand and be proficient with various CAD software programs

Provide solutions relating to equipment and an ability to figure out new equipment

Understand tooling/equipment functions

Implement a safety conscious environment Understand and analyze tolerance requirements

Create solutions and an ability to get things done with tools at hand along with a willingness to speak up when additional requirements are necessary

Research and understand the uses of motion controls

Analyze drawings/concepts and have a good mental ability to understand and think through conceptual and final designs

Review design to ensure safety and ergonomics are addressed

Communicate clearly and be able to work with peers, subordinates, and managers

Review for proper lighting requirements

Analyze and troubleshoot designs

Understand the need in order to sell and persuade if needed

Listen to end users and work with vendors and management

Manage meetings/develop presentation skills

Provide materials selection knowledge

Provide producibility suggestions

Manage project (quality, schedule, cost, etc.)

Technologist 4.2.1 — Cutting Tool Design Engineer 4.2.1 — Cutting Tool Design

Provide input to what works on various materials Research various design requirements and what works on what and why various designs are necessary

Provide resourceful ideas and solutions Analyze and quantify various design requirements

Understanding of various cutting tool designs and why various designs are necessary

Analyze and create new, well thought out concepts based on research and feedback from users

Communicate various tool design requirements to a broad audience from subordinates through management

Understand how to use CAD software

Provide resourceful ideas and solutions

Communicate well in order to sell new concepts/designs

Analyze costs on various designs and requirements

Technologist 4.2.2 — Work holding Tool Design Engineer 4.2.2 — Work holding Tool Design

Understanding of machine rigidity requirements based on tolerance requirements


Understand datum targets and how the finished product will be inspected


Understand work holding requirements for various machines Understand work holding requirements for various machines

Understand safety concerns Understand safety concerns


Identify material requirements

Research and quantify various concepts

Create schedules of need dates for various designs

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Communicate concepts for production use

Understand material strengths

Technologist 4.2.3 — Die/Mold Design Engineer 4.2.3 — Die/Mold Design





Analyze and visualize work holding requirements for various machines

Analyze and visualize work holding requirements for various machines

Understand safety concerns Understand safety concerns

Understand how die/mold will be used in production Understand how die/mold will be used in production


Identify material requirements





Technologist 4.2.4 — Gage Design Engineer 4.2.4 — Gage Design

Understanding tolerance requirements Understanding of tolerance requirements



Understanding of inspection techniques Understanding of inspection techniques






Technologist 4.2.5–4.2.6–4.2.7 — Machine Design Engineer 4.2.5–4.2.6–4.2.7 — Machine Design

Create and initiate part orders Review machine functional requirements

Create machine drawings Provide safety assessment

Understand and derive component selection (to create workable design)

Create operator manual

Analyze and troubleshoot, design, installation, etc. Develop business case/funding requirements

Provide feedback for functional requirements Understand how to use CAD software

Conduct tests for machine once it's built Research make/buy options

Conduct training Conduct tests for machine once it's built

Review design Conduct training for the machine

Develop the parameters and power system control systems

Review system and machine design

Review tolerances fits

Provide input for components, build process/assembly process

Develop maintenance schedule drawing/spare parts, lead time

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Technologist 4.2.8 — Nanotechnology, Packaging & Systems

Engineer 4.2.8 — Nanotechnology, Packaging & Systems

Nanotechnology Nanotechnology

Crystal growing Crystal growing

effect of dopants on conductivity

purpose of a single crystal

Silicon wafer manufacturing Silicon wafer manufacturing

wafer slicing

edge grinding

lapping

laser marking

effect of flatness variations

Clean rooms Clean rooms

protocol

definition

Film deposition Film deposition

PVD

CVD

sputtering

typical thicknesses

Oxidation Oxidation

purpose

Lithography Lithography

methods

resolutions

equipment

Etching Etching

reactive ion etching

acid etching

Diffusion Diffusion

diffusion equations

Metallization Metallization

Wire bonding Wire bonding

Packaging Packaging

Printed circuit boards Printed circuit boards

MEMS MEMS

Apply hypothesis testing methods to numerical data (chi-square, F-test)

Technologist 5.1.1 — Automated Systems (Hard/Flexible) Engineer 5.1.1 — Automated Systems (Hard/Flexible)

Understand automated material handling principles (conveyance, robotics)

Understand goals of implementing automation

Understand purpose of and describe hard automation Apply classification/description schemes for manufacturing systems (job shop, work cell, flexible lines, transfer lines, etc.)

Understand purpose of and describe flexible automation Apply design principles for automated material handling systems (conveyance, transfer, robotics)

Understand purpose of and describe soft automation Understand purpose of and describe hard automation

Understand purpose of and describe flexible automation

Understand purpose of and describe soft automation

Technologist 5.1.2 — CNC/PLC/Computer Control Engineer 5.1.2 — CNC/PLC/Computer Control

Understand flowcharts Understand pseudo-code and flowcharts

Apply basic G-code programming for CNC Apply basic G-code programming methods for CNC

Apply basic ladder-logic for PLC programming Understand impact of interpolated versus point-to-point control

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Understand basic ladder-logic programming for PLC

Technologist 5.1.3 — Computer Systems and Networks Engineer 5.1.3 — Computer Systems and Networks

Understand purpose of computer networks in manufacturing and manufacturing engineering

Understand purpose of computer networks in manufacturing and manufacturing engineering

Understand various network types (LAN, WAN) and advantages/disadvantages

Understand various LAN configurations (star, rung, bus) and advantages/disadvantages

Understand basic system manufacturing information system design/requirements

Technologist 5.1.4 — Information Technology/Database Engineer 5.1.4 — Information Technology/Database

Understand purpose and capability of database technology Understand purpose and capability of database technology

Understand types of data stored in databases Understand types of data stored in databases

Technologist 5.1.5 — Enterprise-wide Systems Integration (MES, ERP, etc.)

Engineer 5.1.5 — Enterprise-wide Systems Integration (MES, ERP, etc.)

Understand data requirements Understand and communicate basics of functional requirements

Understand system verification methods Understand system elements and reporting requirements as relates to manufacturing engineering applications for design and benefit justification

Understand DOE (main effects analysis) Apply methods to create and interpret DOE (main effects analysis)

Understand DOE (interaction analysis) Apply methods to create and interpret DOE (interaction analysis)

Understand linear regression analysis Understand ANOVA analysis

Understand dimension reduction methods (PCA, etc.) as used in factor analysis

Apply methods to create and interpret linear regressions

Understand correlation matrix/coefficient

Technologist 6. 1.1 — Customer Focus (Research/Test/ Satisfaction)

Engineer 6. 1.1 — Customer Focus (Research/Test/ Satisfaction)

Know who customer is (internal and external) Determine value from customer perspective

Execute tests, gathered data report Develop test methods

Communicate customer requirements to operators/shop floor. Provide impact analysis of requested customer requirements

Understand familiarity of f(x) of end product (what it's supposed to do)

Manage versions of each customer requirement

Communicate requirements and changes to process

Understand familiarity of f(x) of end product (what it's supposed to do)

Customer relations

Technologist 6.1.2 — Quality System and Standards (e.g. QS/ISO/CE/Mark/etc.)

Engineer 6.1.2 — Quality System and Standards (e.g. QS/ISO/CE/Mark/etc.)

Familiar with the standards and if need help for interpretation go to the engineer

Know the standards/industry standards. Customer standards. Internal standards

Seek clarification on standards Own and manager documents

Implement new processes Assess standards, changes, impact and set new processes

Provide input on changes required Support CA or deficiencies

Assist with audits Initiate non-conformities

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Understand quality reg of system/supply chain and enforce compliance

Technologist 6.1.3 — Probability & Statistics Engineer 6.1.3 — Probability & Statistics

See section 1.1.5 for statistics See section 1.1.5 for statistics

Event probability Basic counting methods (permutations, combinations)

Event probability

Standard normal probability

Central limit theorem

Technologist 6.1.4 — Statistical Control Methods Engineer 6.1.4 — Statistical Control Methods

X-bar and R charts X-bar and R charts

Charts for individual measurements

P-charts (fraction defective)

Moving average charts

Technologist 6.1.5 — Problem Analysis & Solving (Fishbone/Pareto/FMEA/etc.)

Engineer 6.1.5 — Problem Analysis & Solving (Fishbone/Pareto/FMEA/etc.)

Comparative data analysis Comparative data analysis

Technologist 6.1.6 — Factor Analysis (DOE/Correlation/etc.) Engineer 6.1.6 — Factor Analysis (DOE/Correlation/etc.)

Understand DOE (main effects analysis) Understand DOE (main effects analysis)

DOE (interaction analysis) DOE (interaction analysis)

Linear regression Understand ANOVA analysis

Understand dimension reduction methods (PCA, etc.) as used in factor analysis

Linear regression

Correlation matrix/coefficient

Technologist 6.1.7 — Capability Analysis (Process/Equipment/etc.)

Engineer 6.1.7 — Capability Analysis (Process/Equipment/etc.)

Understand concept of process capability vs. product specification

Understand concept of process capability vs. product specification

Understand Cp Solve for Cp

Understand Cpk Solve for Cpk

Understand Gage R&R analysis Understand gage R&R analyses

Technologist 6.1.8 — Inspection/Test/Validation Engineer 6.1.8 — Inspection/Test/Validation

Understand differences between inspection and process monitoring

Understand differences between inspection and process monitoring

Understand destructive test and inspection methods (tensile, loading, fatigue)

Apply principles to design destructive test and inspection procedures (tensile, loading, fatigue)

Understand non-destructive test and inspection methods (ultrasonic, acoustic, x-ray, thermographic)

Apply principles to design non-destructive test and inspection procedures (ultrasonic, acoustic, x-ray, thermographic)

Understanding system/product level test and validation Understanding system/product level test and validation

Understanding component level test and validation Understanding component level test and validation

Understand advantages/disadvantages of various methods and procedures


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Technologist 6.1.9 — Metrology Engineer 6.1.9 — Metrology

Understand principle of accuracy Understand principle of accuracy

Understand principle of resolution Understand principle of resolution

Understand principle of repeatability/precision Understand principle of repeatability/precision

Understand principle of contact versus non-contact methods Understand principle of contact versus non-contact methods

Understand principle of absolute measurement Understand principle of absolute measurement

Understand principle of relative measurement Understand principle of relative measurement

Understand operation of various instruments (micrometer, scale, caliper, CMM)

Understand operation of various instruments (micrometer, scale, caliper, CMM)

Understand principle of operation for light-based instruments (vision, laser)

Understand principle of operation for light-based instruments (vision, laser)



Technologist 6.1.10 — Reliability Analysis Engineer 6.1.10 — Reliability Analysis

Understand concept of reliability Understand concept of reliability

Understand component and system reliability Apply component reliability principles in design and manufacturing

Apply system reliability principles in design and manufacturing

Apply series reliability principles in design and manufacturing

Apply parallel reliability principles in design and manufacturing

Technologist 6.1.11 — Continuous Improvement/Lean Engineer 6.1.11 — Continuous Improvement/Lean

Understand Deming's 14 Points for management Apply Deming's 14 Points for management

Understand Kaizen (Shewhart Cycle, Deming Cycle) Understand Kaizen (Shewhart Cycle, Deming Cycle)

Technologist 6.1.12 — Customer and Field Service Engineer 6.1.12 — Customer and Field Service

Understand accessibility, interchangeability, and serviceability Review tolerance requirements

Understand drawing and blueprint standards Review material selections

Review and interpret drawings Analyze failures

Understand and communicate company policy/guidelines on warranty and/or service issues

Understand expected service life

Understand OSHA safety requirements and comply Understand accessibility, interchangeability, and serviceability

Manage meetings Understand drawing and blueprint standards

Guide customers in the area of maintenance schedule/needs for products sold

Review and interpret drawings

Conduct training in the proper use of equipment and/or components sold to customers

Understand and communicate company policy/guidelines on warranty and /or service issues

Understand customer needs and communicate to others within the company

Understand OSHA safety requirements and comply

Review, understand, and convey customer standards and designs to others within the company

Analyze and troubleshoot designs

Follow up with customers to ensure issues are resolved to customer’s satisfaction

Manage meetings

Read and interpret technical manuals and specifications Guide customers in the area of maintenance schedule/needs for products sold

Maintain confidentiality of customer information Conduct training in the proper use of equipment and/or components sold to customers

Strive to provide quality and customer satisfaction in dealings with customers

Understand customer needs and communicate to others within the company

Technologist 6.1.12 — Customer and Field Service Engineer 6.1.12 — Customer and Field Service

Do not accept bribes or kickbacks from customers Review, understand, and convey customer standards and designs to others within the company

Listen respectfully to input from customers and keep an open mind

Follow up with customers to ensure issues are resolved to customer’s satisfaction

Act in a professional manner when dealing with customers Read and interpret technical manuals and specifications

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Solve problems by using critical-thinking skills Maintain confidentiality of customer information

Communicate with customers in a clear and well organized manner

Strive to provide quality and customer satisfaction in dealings with customers

Provide clean and factual trip reports on matters relating to field service

Do not accept bribes or kickbacks from customers

Prepare technical reports Listen respectfully to input from customers and keep an open mind

Act in a professional manner when dealing with customers

Solve problems by using critical-thinking skills

Communicate with customers in a clear and well organized manner

Provide clean and factual trip reports on matters relating to field service

Prepare technical reports

Technologist 7.1.1 — Strategic Planning/Global Competitiveness

Engineer 7.1.1 — Strategic Planning/Global Competitiveness

Be aware of company's strategic plan Be aware of company's strategic plan

Participate in benchmarking to understand where gaps are and where improvement efforts should be focused

Participate in benchmarking to understand where gaps are and where improvement efforts should be focused

Participate in strengths, weaknesses, opportunities, threats (SWOT) analysis as required

Technologist 7.1.2 — Organizational Design and Management

Engineer 7.1.2 — Organizational Design and Management

Utilize computer software to manage and share large amounts of information


Understand the Theory of Constraints

Be familiar with various organizational structures (line and staff, matrix, product)

Technologist 7.1.3 — Project Management Engineer 7.1.3 — Project Management

Report task status for which you have responsibility Knowledge of project management tools and software

Provide time estimates for tasks Obtain, justify, track and manage resources (personnel)

Prioritize work duties and specific project tasks Set milestones

Participate in change management process Train project team members (terminology, templates, expectations)

Communicate project status of the overall project to sponsor and plan approvers

Determine project requirements

Assign action items

Create and manage project plan

Track and manage project expenditures

Perform risk assessment of project

Prioritize work duties and specific project tasks

Manage changes in a project, ensure proper approval of changes, and keep team members apprised of approved changes

Implement corrective actions when projects veer off course

Anticipate obstacles to the successful completion of your project and develop a contingency plan(s) to overcome these obstacles

Follow up with customers, vendors, and colleagues during projects and after project completion

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Address customer concerns, comments, or objections in a timely manner

Technologist 7.1.4 — Personnel Management Methods Engineer 7.1.4 — Personnel Management Methods

Not Applicable Maintain required documentation for direct reports

Understand and administer policies and government regulations related to your work.

Technologist 7.1.5 — Human Behavior/Motivation/Leadership

Engineer 7.1.5 — Human Behavior/Motivation/Leadership

Understand diversity (through classes, textbooks, direct contact with other cultures)

Understand diversity (through classes, textbooks, direct contact with other cultures)

Seek challenging work assignments to position oneself for growth

Seek challenging work assignments to position oneself for growth

Take responsibility for your actions and decisions Take responsibility for your actions and decisions

Complete work assigned/required through perseverance Complete work assigned/required through perseverance

Influence and motivate others (through your actions) to work toward company objectives


Change plans, actions, and/or priorities to deal with changing company objectives

Change plans, actions, and/or priorities to deal with changing company objectives

Be familiar with Deming's 14 Points for management

Understand various theories of motivation (Maslow, McClelland, Herzberg, Equity, Expectancy)

Technologist 7.1.6 — Labor Relations Engineer 7.1.6 — Labor Relations

Not Applicable Contribute to contract negotiation points

Recognize contributions and performance of union labor and develop performance incentives, if required.

Technologist 7.1.7 — Education/Training Engineer 7.1.7 — Education/Training

Learn/absorb Assess knowledge, skills, and abilities (KSAs)

Setup simulations Recommend and/or develop courses

Freely share knowledge and expertise with others Pursue lifelong education

Participate in application and skills training Mentor others

Evaluate and validate training Deliver training

Pursue lifelong education Read and interpret technical manuals, technical specifications, and appropriation requests

Read and interpret technical manuals, technical specifications, and appropriation requests

Determine knowledge gaps in direct reports and take action to remedy

Technologist 7.1.8 — Operations Research, Analysis, & Forecasting

Engineer 7.1.8 — Operations Research, Analysis, & Forecasting



Understand and apply statistics and probabilities (mean, median, standard deviation)


Identify internal and external customers and understand their needs.

Identify internal and external customers and understand their needs.

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Technologist 7.1.9 — Supply Chain & Logistics Engineer 7.1.9 — Supply Chain & Logistics

Contribute to make versus buy decisions Understand Theory of Constraints

Understand the principles of just-in-time Lead make versus buy decisions



Understand the principles of lean manufacturing Understand and plan movement and storage of products - taking into consideration the needs of suppliers and customers

Understand the principles of just-in-time

Understand the principles of lean manufacturing

Determine plant capacity in terms of workflow

Work with others to improve logistics (transportation) for company product

Adhere to standards (legal) for customs and exporting of product

Technologist 7.1.10 — Accounting/Finance/Economics (including Engineering Economics/Cost Justification/Value Analysis/Project Justification)

Engineer 7.1.10 — Accounting/Finance/Economics (including Engineering Economics/Cost Justification/Value Analysis/Project Justification)

Gather production data (rates, per piece cost, tooling costs) to aid in justifying machine replacement or rebuild

Gather production data (rates, per piece cost, tooling costs) to aid in justifying machine replacement or rebuild

Interpret equipment specifications Interpret equipment specifications

Be familiar with various methods for depreciating equipment Understand Theory of Constraints



Use estimation techniques for time, costs, materials, resources, etc. required for projects

Use estimation techniques for time, costs, materials, resources, etc. required for projects



Have knowledge of basic business principles including supply/demand, market characteristics, profit and loss, make versus buy, ROI, etc.

Have knowledge of basic business principles including supply/demand, market characteristics, profit and loss, make versus buy, ROI, etc.

Be familiar with various methods for depreciating equipment

Technologist 7.1.11 — Business/Engineering Ethics and Social Responsibility

Engineer 7.1.11 — Business/Engineering Ethics and Social Responsibility

Comply with ethics policies/standards of your employer and/or professional organization

Comply with ethics policies/standards of your employer and/or professional organization

Maintain confidentiality of company information and customer information

Maintain confidentiality of company information and customer information

As an individual, act in the best interest of your employee, your community, and the environment

As an individual, act in the best interest of your employee, your community, and the environment

Use company property in a proper manner in order to minimize loss, waste, or theft

Use company property in a proper manner in order to minimize loss, waste, or theft

Do not accept bribes or kickbacks from customers or colleagues Do not accept bribes or kickbacks from customers or colleagues

Strive to provide quality and customer satisfaction to your customer base

Strive to provide quality and customer satisfaction to your customer base

Strive to minimize waste when developing processes — develop with the intent to conserve energy and reduce carbon footprint

Strive to minimize waste when developing processes — develop with the intent to conserve energy and reduce carbon footprint

Technologist 7.1.12 — Standards, Laws, and Regulations Engineer 7.1.12 — Standards, Laws, and Regulations

Keep abreast of current laws, standards, and regulations Keep abreast of current laws, standards, and regulations

Comply with regulations, including but not limited to, industry, local, federal, safety, and environmental.

Comply with regulations, including but not limited to, industry, local, federal, safety, and environmental.

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Technologist 8.1.1 — Interpersonal Skills Engineer 8.1.1 — Interpersonal Skills

Show respect for co-workers Show respect for co-workers

Listen respectfully to opinions of others from various backgrounds and cultures

Listen respectfully to opinions of others from various backgrounds and cultures

Keep an open mind when dealing with people from backgrounds/cultures different from your own

Keep an open mind when dealing with people from backgrounds/cultures different from your own

Strive to be an effective team member in order to achieve goals of the company

Strive to be an effective team member in order to achieve goals of the company

Maintain honest and open working relationships with supervisors and co-workers

Maintain honest and open working relationships with supervisors and co-workers



Be open to considering new ways to accomplish company goals Be open to considering new ways to accomplish company goals

Act in a courteous and professional manner when dealing with customers or colleagues

Act in a courteous and professional manner when dealing with customers or colleagues

Solve problems by using critical-thinking skills Solve problems by using critical-thinking skills

Technologist 8.1.2 — Negotiating & Conflict Management Engineer 8.1.2 — Negotiating & Conflict Management

Strive for "win-win" in negotiation process Strive for "win-win" in negotiation process

Treat others fairly and with respect Treat others fairly and with respect

Act in a professional manner at all times Act in a professional manner at all times


Be objective and do not take things personal Be objective and do not take things personal

Focus on the problem and work toward consensus Focus on the problem and work toward consensus


Face conflicts directly and have both parties work through the disagreement

Face conflicts directly and have both parties work through the disagreement

Compromise during conflict management process, if necessary, so that both parties feel like they have gained in the process

Compromise during conflict meeting so that both parties feel like they have gained in the process

Deal calmly and professionally with conflict Deal calmly and professionally with conflict

Technologist 8.1.3 — Presentation Skills & Oral Communication

Engineer 8.1.3 — Presentation Skills & Oral Communication

Evaluate audience and tailor specific communication to audience


Use available software to convey clear messages Use available software to convey clear messages

Utilize clear and unambiguous language for communicating with others


Plan oral presentations to ensure successful delivery of message

Plan oral presentations to ensure successful delivery of message

Make use of graphs, bar charts, pie charts, etc. to clarify message


Strive to be an active and effective listener Strive to be an active and effective listener

Focus on messages from others instead of formulating a response

Focus on messages from others instead of formulating a response

Remain unbiased when communicating with people of different cultures or backgrounds

Remain unbiased when communicating with people of different cultures or backgrounds

Communicate clearly all thoughts, ideas, and suggestions in a well-organized (logical, coherent) persuasive manner (correct spelling, punctuation, and appropriate grammar is expected)

Communicate clearly all thoughts, ideas, and suggestions in a well-organized (logical, coherent) persuasive manner (correct spelling, punctuation, and appropriate grammar is expected)

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Technologist 8.1.4 — Written Communication Skills Engineer 8.1.4 — Written Communication Skills



Use available software to convey clear messages Use available software to convey clear messages





Create documents including letters, manuals, flow charts, reports, graphs, and work instructions.

Create documents including letters, manuals, flow charts, reports, graphs, and work instructions.

Use brief but succinct written communication to provide details concerning work-related matters

Use brief but succinct written communication to provide details concerning work-related matters

Communicate results through formal reports (as required) Communicate results through formal reports (as required)

Write coherently so as to avoid confusion — proofread Write coherently so as to avoid confusion — proofread

Prepare technical reports Prepare technical reports

Technologist 8.1.5 — Innovation & Creativity Engineer 8.1.5 — Innovation & Creativity

Show innovation and creativity when helping others solve problems

Show innovation and creativity when helping others solve problems

Be inquisitive and ask why Be inquisitive and ask why

Follow industry and market changes to help with creation of new ideas

Follow industry and market changes to help with creation of new ideas

Be open-minded, look for the unexpected, and be willing to take risks

Be open-minded, look for the unexpected, and be willing to take risks

Identify and share sources of information relevant to new methodologies, technologies, tools, machine tools, materials, etc.

Identify and share sources of information relevant to new methodologies, technologies, tools, machine tools, materials, etc.

Comply with intellectual property laws (trademarks, patents, copyrights)

Comply with intellectual property laws (trademarks, patents, copyrights)

Draw conclusions from relevant data supplied (information may be lacking) by using logic and reasoning

Draw conclusions from relevant data supplied (information may be lacking) by using logic and reasoning

Use various sources (including the internet) to locate information needed — evaluate information for relevance and completeness before sharing with colleagues

Use various sources (including the internet) to locate information needed — evaluate information for relevance and completeness before sharing with colleagues

Protect trade secrets Protect trade secrets

Technologist 8.1.6 — Learning & Knowledge Engineer 8.1.6 — Learning & Knowledge

Keep abreast of new technology Keep abreast of new technology

Hold an active membership in professional organization(s) Hold an active membership in professional organization(s)

Attend relevant training/seminars sponsored by vendors or customers

Attend relevant training/seminars sponsored by vendors or customers

Partake in lifelong learning to benefit yourself and your employer

Partake in lifelong learning to benefit yourself and your employer

Take advantage (full participation) of company sponsored training

Take advantage (full participation) of company sponsored training

Maintain certifications, as required, through testing, or acquiring needed PDUs, CEUs, etc.

Maintain certifications, as required, through testing, or acquiring needed PDUs, CEUs, etc.

Seek learning and knowledge by setting challenging goals in your field of expertise

Seek learning and knowledge by setting challenging goals in your field of expertise

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